Dustin Schwartz Email & Phone Number

Frisco, Tx, Us

Responsible for account management and customer service.

Dallas/Fort Worth Area

Responsible for account management and customer service. Report to sales manager; collaborate with a team of 6 loan officers. Recognized as top producer in 2020 with 160 units for $45.2 million in volume. Recognized for top external funded units and volume in 2021.• Sold over 160 units for $45.2M through using expert knowledge of guidelines, high-quality customer care, processing large volumes of confidential information, and consistent communication.• Grew business, referrals, and revenue by building and strengthening relationships with realtors through meetings and in-person lunches.• Increased client retention and capture rates by setting close dates, meeting hard deadlines, and keeping clients informed during all levels of product delivery.• Boosted customer satisfaction through resolving problems, such as undisclosed properties and not meeting required income, and linking customers to the right resources for solutions.• Streamlined the sales process and reduced time by coordinating with processors, underwriters, managers, and clients to ensure compliance and meet regulation parameters for loans.• Improved error reduction through determining loan qualifications for customers and tracking if those qualifications are met.Jan through Sept 2022 - 62 units for $26.4 million2021 - 115 units for $36 million2020 - 165 units for $45 million2019 - 99 units for $28.2 million

Plano, Tx

Plano, Tx

Responsible for sales source and finding business opportunities. Reported to sales manager; collaborated with a team of 10 loan officers and processors. Awarded outstanding loan quality in 2017. Consistently a top producer in prequels, applications, and funding.• Sold and closed 75 units for $19.6M by nurturing relationships with past customers looking to refinance or purchase a new home, meeting deadlines, and delivering high-quality customer care.• Grew business and client referrals through building relationships with real estate agents and conducting research on realtors and their level of business.• Achieved 100% LO satisfaction on customer surveys through communication and helping clients obtain financing and the right loan options to purchase their new home.2017Awarded outstanding loan quality awardClosed 43 units and $12.9M (56% purchase)Finished the year with 1.0 bps in underageRESPA cures totaled $957Achieved 100% LO satisfaction on customer surveys2016Closed 75 units for $19.6M2015Closed 62 units for $15.4MAchieved 99% LO satisfaction on customer surveys

Irving, Tx And Frisco, Tx

Assisted clients in obtaining financing to purchase their new home through the use of conventional, FHA and VA loan options. Maintained a high level of customer satisfaction throughout the loan process with constant communication. Consistently a top producer in prequals, applications and fundings.2013• Achieved 21.66% capture rate for first half of year. Company average 18.35%• Achieved 76.54% docs out two days prior to closing. Company average 61.66%• Promoted to largest office in the company• Funded 93 units for $18.6 million. Ranked 15th in the company out of 52 loan officers• Increased dollar volume by 29.5% and unit volume by 32.8%2012• Achieved 42.86% capture rate for month of Feb. Company average 28.01%• Achieved 75% first look approval for 3rd qtr• Achieved 100% QA approval for 3rd qtr• 93.75% of files submitted in 7 days for 3rd qtr• Funded 70 units for $14.4 million. Ranked 14th in the company out of 46 loan officers2011• Achieved 28.57% capture rate for month of June. Company average 21.35%• Achieved 23.33% capture rate for the 2nd quarter. Company average 21.18%• Achieved 31.82% capture rate for month of Aug. Company average 20.24%• Achieved 36.84% capture rate for month of Sept. Company average 18.44%• Achieved 33.33% capture rate for month of Oct. Company average 19.85%• Achieved 35.29% capture rate for month of Nov. Company average 24.40%• Achieved 28.26% capture rate for the 4th quarter. Company average 21.61%• Achieved 24.26% capture rate for the year. Company average 20.40%

Plano, Tx

Assisted clients in obtaining financing to purchase their new home through the use of conventional, FHA and VA loan options. Maintained a high level of customer satisfaction throughout the loan process with constant communication. Consistently a top producer in prequals, applications and fundings.

Irving, Tx

Instrumental in maintaining current client relations while prospecting for new business through a minimum of 50 phone calls per day. Achieved 106% of team sales quota.

Dallas, Tx

Highly skilled in obtaining appointments through cold calling, consistently exceeded weekly quota for initial contacts and successful in obtaining new client portfolios. Completed Edward Jones Investment Representative training which resulted in successfully passing the series 63 and series 7 exams (pass rate 60%).

Irving, Tx

Achieved annual sales increase of 12% in 2001, 14% in 2002, and 17% in 2003 in a 17 state territory consisting of over 100 accounts. Lead the company in establishing new accounts in FY2003 and was responsible for the complete turnaround of 2 underperforming manufacturers representative groups.

Irving, Tx

Facilitated the successful completion of industry trade shows, designed product layout and merchandising displays, analyzed stock levels to determine new fixture needs, prepared requirement reports and coordinated on-time deliveries.